See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,946 | $98,750+78.2% | $149,696+17.5% | $79,858+120.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.62% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $5,950 | $3,216+85.0% | $4,644+28.1% | $2,471+140.8% |
| Participant deferral / active EE | $4,211 | $5,680-25.9% | $6,842-38.5% | $3,740+12.6% |
| Admin fee / account holder | $1,704 | $6,053-71.8% | $9,309-81.7% | $5,306-67.9% |